To lead the development and customer service of an allocated portfolio of broker partners and their clients, assessing their insurance needs and risk profile. Negotiate with relevant markets/underwriters to find the most suitable insurance for the client and on best terms. Enhance revenue stream from existing client base and proactively develop new business opportunities.
Key responsibilities
- Collate information from clients/agents, assessing their insurance needs and risk profile.
- Research underwriters risk appetite and negotiate with relevant markets to secure the most suitable insurance for the client at the best terms.
- Prepare and update accurate client presentations/analysis for underwriters and arrange surveys as necessary.
- Present underwriting terms and rates with relevant information to clients/agents.
- Grow revenue and profitability for an assigned portfolio of clients/agents.
- Monitor the progress of the placements, to ensure compliance with Group, Company and Regulatory policies, procedures, regulations and requirements.
- Meet individual income budget including monthly targets for new and renewal business.
- Manage and develop relationships with existing and new insurer partners in the London/Lloyds market
- Build strong long term relationships with key broker partners through establishing trust and exceeding commitments.
- Support IBA colleagues to manage aged debt and premium collection.
- Develop and mentor allocated Account Handlers in their understanding of placement terms.
